Filed December 1, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,184 | $42,894+553.2% | $60,874+360.3% | $68,494+309.1% |
| Participation rate | 98.4% | 66.8%+31.6pp | 73.1%+25.3pp | 67.9%+30.5pp |
| Annual return | -13.80% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $7,834 | $1,978+296.0% | $2,701+190.0% | $2,596+201.7% |
| Participant deferral / active EE | $9,354 | $2,867+226.3% | $3,817+145.1% | $4,027+132.3% |
| Admin fee / account holder | $8,190 | $3,101+164.1% | $3,224+154.0% | $5,403+51.6% |